One Fee

We keep it simple and your fees low.

Fees typically half of traditional advisors.

Our approach to providing wealth management is quite simple –

comprehensive financial planning and investment services for one low fee.

Financial Planning

Understanding your financial goals

“What If” scenarios to consider for retirement

Develop a plan and regular reviews to keep you on track

Partner with legal and tax professionals

Investment Management

Low cost investment solutions

Customized Portfolios

Automated savings and dividend reinvesting

Performance reporting with benchmarks

Trusted Partner

Expert financial advice

As a fiduciary, we always act in the client’s best interest

Questions welcome in person, by phone or email

Periodic in-person meetings

Comprehensive low cost wealth management.

Give us a call to get started.

  • 1-913-827-4635